ALFRED ALUBISIA BULEMI
Financial Professional & Project Leader
Kisumu, KE.About
Results-driven financial professional with over 5 years of diverse experience spanning banking operations, financial advisory, and project management. Proven ability to drive significant mortgage sales (Kes 30M+ annually), cultivate strong client relationships (600+ conversions), and streamline back-office processes for enhanced efficiency. Adept at navigating complex financial regulations, conducting analytical research, and leading entrepreneurial ventures to sustained growth.
Work
Self-Employed
|Business Owner
Kisumu, Kisumu County, Kenya
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Summary
Led a successful service industry business, driving growth and managing comprehensive operations for over five years.
Highlights
Successfully founded and managed a personal business for over 5 years, demonstrating consistent growth and operational profitability in the service industry.
Developed and implemented strategic retail business growth initiatives, providing tailored cash management and financing solutions to a diverse client base.
Cultivated deep expertise in land conveyance, property valuation, project planning, monitoring, and legal compliance within the service sector.
Cytonn Investment Limited
|Financial Advisor
Nairobi, Nairobi County, Kenya
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Summary
Provided expert investment advice to high net worth individuals, identifying and recommending alternative investment opportunities.
Highlights
Advised high-net-worth individuals on strategic alternative investment opportunities, optimizing their portfolio growth and wealth management.
Leveraged in-depth market knowledge to tailor financial solutions, aligning with client objectives and risk profiles to maximize returns.
Housing Finance Bank
|Cash Officer
Kisumu, Kisumu County, Kenya
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Summary
Managed daily branch operations, ensured efficient delivery of banking services, resolved customer queries, and significantly drove sales performance.
Highlights
Drove over Kes 30 million in annual mortgage sales, successfully facilitating homeownership for more than 13 families and significantly contributing to branch revenue targets.
Converted over 600 individuals into investors by effectively promoting and transferring their business portfolios and savings to Housing Finance, enhancing deposit growth.
Administered and oversaw five major construction projects, ensuring strict compliance with bank lending policies and local authority guidelines from initiation to completion.
Streamlined back-office operations, leading to improved customer service turnaround times and enhancing overall branch efficiency and customer satisfaction.
Acted as the primary liaison for all branch-related property conveyance matters for four years, meticulously managing acquisitions, securitization, and charge registrations to safeguard bank assets.
Trained and mentored new staff on banking operations and customer service protocols, contributing to team development and maintaining high service quality standards.
Housing Finance Bank
|Intern, Credit Department
Nairobi, Nairobi County, Kenya
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Summary
Supported the Credit Department by assisting with loan account management, documentation, and project funds administration.
Highlights
Assisted in the creation and disbursement of loan accounts, ensuring meticulous documentation and adherence to credit department procedures and regulatory requirements.
Gained practical experience in project funds administration, land conveyance, legal documentation, and comprehensive loan insurance covers, enhancing departmental efficiency.
Contributed to customer relationship management initiatives by collecting and analyzing data to inform management decisions and improve staff preparedness for query resolution.
Education
Kenya Institute of Management
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Diploma
Project Management
Courses
Specific Goal Definition (SMART)
Progress Tracking & Monitoring
Customer Satisfaction Management
Project Quality Assurance
Catholic University of Eastern Africa
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Bachelor of Social Sciences
Political Science
Courses
Analytical Research
Interpretive Analytical Report Writing
Visual & Oral Presentation
Human Preferences Analysis
Cultural, Political & Economic Variables
Languages
English
Skills
Financial Services
Financial Advisory, Investment Management, Mortgage Sales, Banking Operations, Risk Management, Credit Analysis, Loan Disbursement, Compliance, Property Valuation, Land Conveyance.
Business Development
Small Business Management, Sales & Marketing, Customer Acquisition, Relationship Management, Retail Business Growth, Client Portfolio Management.
Project Management
Project Administration, Project Planning, Project Monitoring, Reporting, Goal Setting, Quality Control.
Operations & Analysis
Back-Office Operations, Data Entry, Report Writing, Analytical Research, Interpretive Reporting, Problem Solving, Process Improvement.
Soft Skills
Team Leadership, Stakeholder Management, Customer Service, Communication, Multitasking, Deadline Management.